Edward Winslow (CRD# 718172) is an Investment Advisor Representative working at Western International Securities in Central Point, OR and has over 41 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities, Inc. | Pasadena, CA | Aug 2017 - Current | 6 |
| Personal Financial Planning Inc. | Colorado Springs, CO | Jun 1982 - Current | 41 |
| Financial West Group | Westlake Village, CA | Jan 2003 - Aug 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1993 |
- OR
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Total Assets Under Management3,687MILLIONS
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Total Number of Accounts12,197ACCOUNTS
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Average Account Value$302,322
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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